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Ethereum co-founder Vitalik Buterin stated in his opening speech at the 2026 Shanghai Blockchain Week that cryptographic technologies such as Fully Homomorphic Encryption (FHE), obfuscation techniques, and iO, which were previously considered far from practical, are making rapid progress. Blockchain will also transition from primarily solving "who can send what assets" to an era where it can programmatically determine "who can see what information."Vitalik cited FOCIL (EIP-7805) as an example, stating that the plan involves 16 validators jointly providing a list of included transactions, reducing the ability of a single block builder to censor or delay transactions. He mentioned that in the next five years, more computations will be performed in parallel on user devices, memory pools, and block building stages, and Ethereum will continue to push for the final confirmation time to be significantly reduced from the current approximately 16 minutes to 8-32 seconds.

Blockchain analysis platform Arkham stated that two Ethereum ETFs under BlackRock have collectively purchased $1.01 billion in Ethereum over the past 20 trading days, with ETHA buying $787.2 million and ETHB buying $221.2 million.ETHB has seen inflows on 13 out of the past 14 days.

According to monitoring by Catcher Predict, in the market prediction event "Ethereum September Price Prediction" on Polymarket, the "Yes" option in the sub-market "Above $2,800" experienced a dramatic fluctuation in winning probability, soaring from 50% an hour ago to the current 78.5% (a fluctuation of 28.5%). Please note the impact of related breaking news.

On Tuesday, European asset management firm 21Shares launched the first physically-backed ETP tracking Zcash on the Euronext Paris and Euronext Amsterdam exchanges, allowing investors to gain exposure to ZEC through brokerage accounts without directly holding the cryptocurrency. 21Shares also introduced an ETP tracking ETHFI, which is the governance and utility token of the decentralized finance protocol Ether.fi, providing crypto-financial services such as staking. Both ETPs are physically-backed with an annual management fee of 2.5%, higher than most Bitcoin and Ethereum investment products in Europe.The launch of the Zcash ETP closely follows Grayscale's introduction of the Zcash ETF in the United States, which is listed on the NYSE Arca under the ticker ZCSH. Zcash has recently performed strongly, with prices briefly surpassing $1500, and a nearly 1100% increase over the past year, leading to heightened market interest in it as an alternative to Bitcoin. Grayscale's research director Zach Pandl believes that Zcash may benefit from a "latecomer advantage," helping it overcome Bitcoin's entrenched network effects.The popularity of Zcash has also spread to the mining sector. Fortitude Digital Mining told Cointelegraph that the company mined about 28% of the total ZEC in the first half of 2026, with its focus on Zcash based on the network's proof-of-work model, supply cap, and privacy features.

Famous trader and chart analyst Peter Brandt, who successfully predicted the Bitcoin crash in 2018, shares his long-term outlook on Ethereum, stating that the current Ethereum price is around 2794 USD, indicating a potential rise to around 8600 USD after breaking through the 5000 USD resistance. Additionally, Peter Brandt believes that the long-term target for XRP could reach 5.4 USD.

According to SoSoValue data, yesterday (Eastern Time September 21) the total net inflow of Ethereum spot ETFs was $270 million.The Ethereum spot ETF with the highest single-day net inflow yesterday was Blackrock ETF ETHA, with a single-day net inflow of $110 million, bringing the historical total net inflow of ETHA to $13.067 billion. The second was Fidelity ETF FETH, with a single-day net inflow of $72.958 million, currently bringing the historical total net inflow of FETH to $2.32 billion.As of the time of publication, the total net asset value of Ethereum spot ETFs was $17.817 billion, with an ETF net asset ratio (market value relative to the total market value of Ethereum) reaching 5.24%, and the historical cumulative net inflow has reached $13.52 billion.

According to BBX data, last week, publicly listed companies in the US and Hong Kong disclosed the latest official accounts regarding digital asset treasury allocation and secondary market increases. The core updates are as follows:Strategy (NASDAQ: $MSTR) used cash to increase its holdings by 950 BTC, bringing the total to 846,000: According to the latest 8-K filing submitted by Strategy, the company utilized its own USD cash reserves to purchase 950 bitcoins at an average price of approximately $79,670 from September 14 to 20, 2026, totaling about $75.7 million. During the same period, the company did not sell any shares through its ATM program and spent $174 million to repurchase 1.7712 million shares of STRC preferred stock. As of September 20, Strategy held a total of 846,000 bitcoins (with a total holding cost of approximately $63.8 billion, at an average price of about $75,416); its USD reserve balance was $5.04 billion, and USD cash balance was $1.05 billion.Strive (NASDAQ: $ASST) increased its holdings by 1,355 bitcoins, surpassing 26,000: According to the 8-K filing submitted by Strive to the SEC, the company purchased 1,355 bitcoins at an average price of approximately $79,475 from September 14 to 18. As of September 18, Strive's total bitcoin holdings rose to 26,355 BTC. Additionally, its balance sheet also held 505,000 shares of Strategy STRC preferred stock (with a fair value of approximately $49.75 million) and about $229.6 million in cash reserves.BitMine increased its holdings by 27,000 ETH last week, with total holdings valued at $17.1 billion: Nasdaq-listed mining company BitMine disclosed that it increased its holdings by 27,562 Ethereum in the secondary market last week. As of September 20, 2026, its total Ethereum holdings reached 5,983,940 ETH (approximately 4.9% of the total supply of Ethereum). Currently, the total value of the cryptocurrencies, cash, and investment assets held by the company is approximately $17.1 billion (including $714 million in cash and securities, 212 BTC, $180 million in Beast Industries equity, and $105 million in Eightco investments). The number of staked Ethereum remains at 5,067,309 (85% of total holdings), valued at approximately $13.6 billion, with a current annualized staking yield of about $357 million.DeFi Development Corp (NASDAQ: $DFDV) significantly increased its holdings by over 100,000 SOL: According to documents submitted to the SEC, Solana treasury company DeFi Development Corp increased its holdings by 101,381 SOL and SOL equivalents from September 14 to 18. As of September 18, its total holdings reached 2,490,304, a week-on-week increase of about 4%. The company stated that the SOL held in the treasury will be comprehensively deployed through on-chain staking, operating validation nodes, and decentralized treasury infrastructure.Boyaa Interactive (00434.HK) spent over $11.5 million to increase its holdings by 152 BTC: Hong Kong-listed gaming company Boyaa Interactive announced that it used idle cash reserves generated from its daily operations to purchase 152 bitcoins at an average price of $75,899, totaling approximately $11.56 million (about HKD 90.63 million). As of the announcement date, Boyaa Interactive's balance sheet held a total of 4,468 bitcoins, with an average holding cost of approximately $68,543.

According to Bloomberg, sources have revealed that U.S. federal prosecutors are investigating whether Binance Holdings Ltd. violated U.S. sanctions against Iran by failing to prevent certain transactions on its platform.The investigation into Binance's compliance is being handled by the Manhattan U.S. Attorney's Office. One source also noted that the Criminal Division of the U.S. Department of Justice in Washington is involved in the case, and authorities are focusing on whether Binance knowingly allowed the relevant transactions to proceed.

The prediction market platform Trueo announced that it will migrate back to the Ethereum mainnet from Base. The platform launched on Base in March 2025 as an experimental sandbox. Trueo stated that its final form is a widely adopted, widely integrated, fully permissionless, fundamentally immutable, and highly trustworthy platform, which is best suited for Ethereum, and will launch the next generation of oracles.The migration will proceed seamlessly, with operations uninterrupted. Users should not create new markets on Base that expire after January 31, 2027; related markets can be deployed once the Ethereum instance is online. Existing markets will remain accessible, TRUE tokens can be migrated with no deadline, and future staking and liquidity rewards will take place on Ethereum.

According to the official API data released by Kalshi, most of the dollar trading volume in the Ethereum perpetual contract trading on this exchange comes from a single recurring fixed-size order.In response, Kalshi stated that its related incentive program has been publicly filed. This data was compiled by The Defiant based on Kalshi's public API data.

According to Catcher Predict monitoring, in the market prediction event "Ethereum September Price Prediction" on Polymarket, the "Yes" option in the sub-market "Below $2,700" has experienced a dramatic fluctuation in winning probability, soaring from 50% an hour ago to the current 83.5% (a fluctuation of 33.5%). Please note the impact of relevant breaking news.

According to Cointelegraph, Multicoin Capital co-founder Kyle Samani predicted in Cointelegraph's Trade Secrets program that Solana will achieve a market cap surpassing Ethereum's "flip" within "this market cycle," stating that "no one is really using Ethereum today."He believes that more crypto companies will choose to build on Solana because it is easier to use and more powerful, and Ethereum's status as the default smart contract network may gradually diminish. This prediction implies that SOL's market cap needs to grow from $58 billion to about five times that amount to exceed ETH's current market cap of approximately $293 billion.Samani expressed a "pessimistic" view on Ethereum's value capture ability, calling it "an asset worth $300 billion to $400 billion, with questionable value capture and no growth at all." He also pointed out that although SOL's market cap is less than one-fifth of ETH's, the Solana network has already surpassed Ethereum in weekly and monthly fees—over the past 30 days, Solana generated $23 million in fees, ranking fourth, while Ethereum generated $12.6 million, ranking sixth (DefiLlama data).In terms of background, Samani entered the crypto space through Ethereum in 2016 but turned to Solana due to dissatisfaction with scaling solutions. Multicoin led Solana's early financing in 2018.

Gate Voyage launched a series of events in Bali, focusing on topics such as ecological construction, global development, TradFi, and diversified assets, featuring multiple themed sharing and exchange sessions. Nearly 200 industry guests, partners, and content creators from around the world participated, sharing market observations and business practices from different perspectives in a setting that combined exclusivity with a vacation atmosphere.During the event, Gate founder and CEO Dr. Han delivered a speech via video link, reflecting on Gate's 13-year development journey and the milestone of surpassing 60 million users, while sharing insights on industry cycles, long-term construction, ecological cooperation, and future product layout. Gate Executive Director Edwin Cheung and CMO Kyle Chiu shared insights on ecological development and global growth, respectively; Media Studio and VIP Masterclass focused on topics such as stocks, tokenized assets, Pre-IPO, prediction markets, and wealth management, exploring the linkage between digital assets and traditional financial markets.At the same time, the KOL Creator Battle gathered creators from around the world to co-create content around themes such as Gate Card, traditional finance, wealth management, and partners. The event also included interactive segments like Bingo and AMA, integrating industry exchanges into exquisite luncheons, yacht trips, terrace BBQ parties, and high-end gala dinners. In-depth exchanges among global guests extended from the venue to dining tables and social moments, fostering discussions on collaboration in a relaxed and enjoyable atmosphere.This event connected industry exchanges and content co-creation through a carefully designed vacation setting, bringing together global markets and ecological resources to provide a communication platform for participants from various fields. In the future, Gate will continue to connect global partners and industry resources, working together to build an open, inclusive, and prosperous crypto ecosystem.

According to PR Newswire, Bitmine Chairman Tom Lee stated, "We believe that the cryptocurrency bull market has begun, starting at the end of June, driven by multiple factors including funds rotating from AI back to the crypto market, the continued strengthening of the crypto industry's fundamentals surrounding tokenization and AI, and the end of the four-year cycle.With just over a week left in the third quarter of 2026, ETH's performance advantage as a macro asset continues to expand. In our view, ETH significantly outperformed other macro assets in the third quarter of 2026, which may indicate a stronger rally in the fourth quarter of 2026.Due to institutional investors having a low allocation to crypto assets in 2026, partly because of the strong performance of AI stocks at the beginning of 2026, we expect institutions to significantly increase their exposure to crypto assets in the last three months of 2026. This could provide further upside potential for the gains since June 30."

According to SoSoValue data, during the last trading week (Eastern Time from September 14 to September 18), the Ethereum spot ETF experienced a net outflow of $140 million. The Ethereum spot ETF with the highest net outflow last week was Blackrock ETF ETHA, with a weekly net outflow of $56.0456 million, and the historical total net inflow for ETHA has reached $12.96 billion; followed by Bitwise ETF ETHW, with a weekly net outflow of $33.0821 million, and the historical total net inflow for ETHW has reached $394 million.The Ethereum spot ETF with the highest net inflow last week was Grayscale Ethereum Trust ETH, with a weekly net inflow of $16.2324 million, and the historical total net inflow for ETH has reached $1.93 billion. As of the time of writing, the total net asset value of Ethereum spot ETFs is $16.72 billion, with an ETF net asset ratio (the market value as a percentage of Ethereum's total market value) reaching 5.2%, and the historical cumulative net inflow has reached $13.25 billion.

According to SoSoValue data, the total net inflow of Ethereum spot ETFs is $144 million. The Ethereum spot ETF with the highest single-day net inflow is Blackrock ETF ETHA, with a single-day net inflow of $114 million. Currently, the historical total net inflow of ETHA has reached $12.957 billion.Following that is Fidelity ETF FETH, with a single-day net inflow of $26.2449 million. Currently, the historical total net inflow of FETH has reached $2.247 billion.As of the time of publication, the total net asset value of Ethereum spot ETFs is $16.719 billion, and the ETF net asset ratio (the market value as a percentage of Ethereum's total market value) is 5.2%. The historical cumulative net inflow has reached $13.25 billion.

According to Decrypt, court documents unsealed in the lawsuit between The New York Times and OpenAI and Microsoft show that Microsoft employees discussed whether OpenAI's use of news articles to train its models constituted "the largest labor theft in human history," and could potentially trigger a "doom loop" that leads to a decline in model quality. A 2023 internal Microsoft memo warned that millions of people worldwide would soon view the large model's "consumption" of their works as "an unprecedented and astonishing theft," and stated that large AI models are "products that destroy their own supply chains."Microsoft stated in the documents that these memos were written by Director of Applied Science Brent Hecht and do not represent the company's views, as his role is to provide "different and asymmetric perspectives." Microsoft CEO Satya Nadella testified that "any content behind a paywall should be authorized by those who wish to use it," and stated that if he had known in advance that OpenAI was using paid content for training, he would have exercised Microsoft's rights to demand that the model be retrained.Additionally, an OpenAI employee had mentioned to President Greg Brockman the construction of "hacker methods" to bypass The New York Times paywall, to which Brockman replied, "Nice." Both OpenAI and Microsoft argue that the relevant training falls under fair use. The case was initiated by The New York Times at the end of 2023, and 11 publishers have since joined the lawsuit.

According to Arkham monitoring, the Ethereum Foundation transferred approximately 2.45 million dollars worth of ETH to an unmarked Gnosis Safe multi-signature wallet. It is currently unclear whether the wallet is controlled by the foundation.The Ethereum Foundation address still holds approximately 235.46 million dollars worth of ETH and 23 million dollars worth of USDC.

Ethereum developers warn: Attackers can exploit free testnet ETH and one-time builder identities to win Sepolia block auctions and withhold transaction payloads during the Glamsterdam testing period.This attack does not threaten mainnet funds but may disrupt infrastructure testing. The Sepolia public test is scheduled to launch on October 6, with the Hoodi test tentatively set for October 27, and the mainnet activation time is still undetermined.